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Atria Wealth Solutions’s Atmos Energy ATO Stock Holding History

Atria Wealth Solutions’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,140
Closed -$298K – 1867
2024
Q4 		$298K Buy
+2,140
New +$304K ﹤0.01% 1550
2023
Q2 		– Sell
-2,077
Closed -$233K – 1870
2023
Q1 		$233K Buy
2,077
+6
+0.3% +$682 ﹤0.01% 1578
2022
Q4 		$232K Sell
2,071
-293
-12% -$32.2K ﹤0.01% 1519
2022
Q3 		$241K Buy
2,364
+106
+5% +$12.1K ﹤0.01% 1445
2022
Q2 		$253K Buy
2,258
+325
+17% +$37.2K ﹤0.01% 1305
2022
Q1 		$231K Buy
+1,933
New +$211K ﹤0.01% 1481

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Atria Wealth Solutions's ATO Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Atmos Energy (ATO) in Q1 2025, closing a stake of 2,140 shares — an estimated $298K sold.

Atria Wealth Solutions first reported a position in ATO in Q1 2022 and held it in 6 quarters. The position peaked at $298K in Q4 2024. 862 funds tracked by Wall St. Rank hold ATO as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Atmos Energy position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,140 Atmos Energy shares in Q1 2025, an estimated $298K.
  • Atria Wealth Solutions first reported a position in Atmos Energy in Q1 2022 and held it in 6 quarters.
  • Atria Wealth Solutions's Atmos Energy position peaked at $298K in Q4 2024.
  • 862 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.